PFFD vs CWI

Comparison between GLOBAL X U.S. PREFERRED ETF (PFFD, ETF) and SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).

5-Year PerformanceCWI has outperformed PFFD, delivering a return of +9.0% compared to +0.2%

PFFD vs CWI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PFFD(ETF)	CWI(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.23%	0.30%
Max Drawdown	33.30%	62.39%
Sharpe Ratio	0.73	1.88
5Y Beta	0.31	0.75
5Y Dividends CAGR	-0.33%	16.94%

Net Assets

PFFD

$2.20B

Winner

CWI

$2.30B

Expense Ratio

Winner

PFFD

0.23%

CWI

0.30%

Max Drawdown

Winner

PFFD

33.30%

CWI

62.39%

Sharpe Ratio

PFFD

0.73

Winner

CWI

1.88

5Y Beta

Winner

PFFD

0.31

CWI

0.75

5Y Dividends CAGR

PFFD

-0.33%

Winner

CWI

16.94%

PFFD vs CWI - Historical Returns

Returns include dividend reinvestment.

Period	PFFD	CWI
1 month	+3.11%	+4.67%
3 months	+0.76%	+3.49%
6 months	+3.70%	+16.31%
1 year	+8.89%	+35.69%
5 years(CAGR)	+0.19%	+8.97%
10 years(CAGR)	+2.78%	+10.09%
Max(CAGR)	+2.78%	+5.44%

PFFD

+3.11%

Winner

CWI

+4.67%

PFFD

+0.76%

Winner

CWI

+3.49%

PFFD

+3.70%

Winner

CWI

+16.31%

PFFD

+8.89%

Winner

CWI

+35.69%

5Y(CAGR)

PFFD

+0.19%

Winner

CWI

+8.97%

10Y(CAGR)

PFFD

+2.78%

Winner

CWI

+10.09%

Max(CAGR)

PFFD

+2.78%

Winner

CWI

+5.44%

PFFD vs CWI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	PFFD	CWI
2026	+2.13%	+10.60%
2025	+1.81%	+32.76%
2024	+6.94%	+7.58%
2023	+6.16%	+15.05%
2022	-19.72%	-15.80%
2021	+5.98%	+8.00%
2020	+8.02%	+8.58%
2019	+16.60%	+22.09%
2018	-2.69%	-14.65%
2017	+0.85%	+25.95%
2016	N/A	+6.67%
2015	N/A	-4.94%
2014	N/A	-1.28%
2013	N/A	+12.22%
2012	N/A	+13.69%
2011	N/A	-14.44%
2010	N/A	+8.51%
2009	N/A	+35.42%
2008	N/A	-41.96%
2007	N/A	+15.36%

PFFD vs CWI Drawdown Comparison

The maximum drawdown for PFFD was -30.94%, occurring on Mar 18, 2020. Recovery took 133 trading sessions.

The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.

The current PFFD drawdown is -2.64%. The current CWI drawdown is -0.42%.

Rank	PFFD	CWI
#1	-30.94% Feb 11, 2020 - Aug 20, 2020	-60.77% Oct 31, 2007 - Jun 18, 2014
#2	-24.41% Nov 5, 2021 - Oct 19, 2023	-34.64% Jan 26, 2018 - Nov 13, 2020
#3	-8.44% Aug 31, 2018 - Feb 27, 2019	-29.42% Jun 14, 2021 - May 9, 2024
#4	-4.25% Dec 8, 2017 - Jul 2, 2018	-25.24% Jul 3, 2014 - May 5, 2017
#5	-3.39% Dec 31, 2020 - Apr 5, 2021	-13.85% Mar 19, 2025 - May 2, 2025
#6	-2.52% Apr 26, 2021 - Jun 2, 2021	-12.72% Jul 13, 2007 - Oct 1, 2007
#7	-2.45% Sep 16, 2021 - Nov 1, 2021	-11.47% Feb 25, 2026 - May 6, 2026
#8	-2.36% Sep 16, 2020 - Oct 5, 2020	-9.50% Sep 26, 2024 - Mar 17, 2025
#9	-2.07% Oct 12, 2020 - Nov 9, 2020	-8.03% Jul 12, 2024 - Aug 23, 2024
#10	-1.56% Sep 2, 2020 - Sep 16, 2020	-7.91% Feb 26, 2007 - Apr 3, 2007
#11	-1.44% Oct 23, 2019 - Dec 17, 2019	-4.96% Nov 12, 2025 - Dec 10, 2025
#12	-1.26% Jul 7, 2021 - Aug 3, 2021	-4.92% Feb 16, 2021 - Apr 15, 2021
#13	-1.11% Jul 20, 2018 - Aug 27, 2018	-4.58% Jan 21, 2021 - Feb 9, 2021
#14	-1.06% Jul 6, 2018 - Jul 20, 2018	-4.21% Jul 23, 2025 - Aug 13, 2025
#15	-1.00% Aug 6, 2021 - Sep 1, 2021	-3.82% Aug 23, 2024 - Sep 19, 2024

Correlation

Correlation between PFFD and CWI is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2007 - 2026)

PFFD vs CWI dividend yield comparison.

Year	PFFD	CWI
2026	2.09%	0.00%
2025	6.37%	2.97%
2024	6.42%	2.89%
2023	6.49%	2.80%
2022	6.63%	3.17%
2021	5.09%	2.65%
2020	5.17%	2.07%
2019	5.48%	3.05%
2018	6.21%	2.81%
2017	1.94%	2.29%
2016	0.00%	2.45%
2015	0.00%	2.62%
2014	0.00%	3.21%
2013	0.00%	2.69%
2012	0.00%	3.15%
2011	0.00%	2.98%
2010	0.00%	2.31%
2009	0.00%	2.20%
2008	0.00%	2.17%
2007	0.00%	2.01%